[REM] crm: generate leads

closes odoo/documentation#9516

X-original-commit: e59188d85b
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>

content/applications/sales/crm/acquire_leads.rst

@@ -8,7 +8,6 @@ Acquire leads
    :titlesonly:
 
    acquire_leads/convert
-   acquire_leads/generate_leads
    acquire_leads/opportunities_form
    acquire_leads/email_manual
    acquire_leads/send_quotes

content/applications/sales/crm/acquire_leads/generate_leads.rst

@@ -1,104 +0,0 @@
-============================
-Generate leads/opportunities
-============================
-
-Two key ways to generate new leads or opportunities for your business are through email aliases and
-website contact forms. Odoo automatically creates leads in your CRM whenever someone sends a
-message to a Sales Team email alias or fills out a contact form on your website.
-
-Configure email aliases
-=======================
-
-Each Sales Team can use its own unique email alias to generate leads/opportunities. Any email sent
-to a Sales Team's email alias will automatically create a lead (if leads are activated in your CRM
-settings) or an opportunity in the pipeline for that particular team. Configure custom email
-aliases on the configuration page for each Sales Team by navigating to :menuselection:`CRM -->
-Configuration --> Sales Teams`.
-
-.. image:: generate_leads/sales-team-config.png
-   :align: center
-   :alt: Configuring Sales Teams
-
-Use Contact Forms on your website
-=================================
-
-By default, your website's *Contact Us* page displays Odoo's ready-to-use Contact Form. Whenever
-someone submits this form, a lead or an opportunity is generated in your database.
-
-.. image:: generate_leads/default-contact-us-page.png
-   :align: center
-   :alt: Default Contact Us page
-
-The Contact Form can be activated or deactivated at any time by going to :menuselection:`Website
---> Go to Website --> Customize --> Contact Form`.
-
-.. image:: generate_leads/contact-form-toggle.png
-   :align: center
-   :alt: Contact Form toggle
-
-When the Form is deactivated, the *Contact Us* page simply displays a button to email your company
-directly. Any email sent this way will generate a lead/opportunity.
-
-.. image:: generate_leads/default-contact-us-page-no-form.png
-   :align: center
-   :alt: Contact Us Page using email
-
-Choose which Sales Team or salesperson is automatically assigned to the leads/opportunities created
-from the Contact Form by going to :menuselection:`Website --> Configuration --> Settings -->
-Communication`.
-
-.. image:: generate_leads/contact-form-settings.png
-   :align: center
-   :alt: Contact Form settings
-
-Customize Contact Forms
-=======================
-
-Contact Forms can be customized for the specific information your team needs, using the free *Form
-Builder* module.
-
-The *Form Builder* module is installed automatically when a Form element is added to a web page via
-the Website Builder. It can also be installed manually from the :guilabel:`Apps` page.
-
-.. image:: generate_leads/form-building-block.png
-   :align: center
-   :alt: Form Builder building blocks
-
-.. tip::
-   Forms can be created from scratch to serve a wide variety of purposes. However, Odoo's default
-   *Contact Us* page is designed to fit most users' needs. Start with the default form and modify
-   from there.
-
-Edit Contact Form fields
-------------------------
-
-In Edit mode on your website, click on any field to start editing it. The following information can
-be edited for each field on the Contact Form:
-
-- :guilabel:`Type`: Choose a custom field option or an existing field. Examples include phone, file
-  upload, language, etc.
-- :guilabel:`Input Type`: Determine the type of entry customers should input. Available options are
-  text,email, telephone, and URL.
-- :guilabel:`Input Placeholder`: Type in an example to guide users how to input information where
-  formatting is important, such as a phone number or email address.
-- :guilabel:`Label Name`: Type in the display name to show users what information is needed from
-  them.
-- :guilabel:`Label Position`: Choose the way the label is aligned with the rest of the form. The
-  label can be hidden, above the field, to the far left of the field, or right adjusted and closer
-  to the field.
-- :guilabel:`Required`: Toggle this option for information that you absolutely need entered.
-- :guilabel:`Hidden`: Toggle this option to hide the field without deleting it.
-- :guilabel:`Shown on Mobile`: Toggle this option to show the field to users on mobile devices.
-
-.. image:: generate_leads/editable-field-options.png
-   :align: center
-   :alt: Editable field options
-
-By default, when a Form is submitted, it sends you an email with the customer's inputted
-information. To have it automatically generate a lead/opportunity instead, edit the Form and select
-:guilabel:`Create an Opportunity` as the Action.
-
-.. tip::
-   If leads are activated in your CRM settings, selecting :guilabel:`Create an Opportunity`
-   generates a lead instead. To learn more about activating leads in the CRM settings, head over to
-   :doc:`convert`.

redirects/17.0.txt

@@ -65,6 +65,7 @@ applications/marketing/marketing_automation/getting_started/workflow_activities.
 
 # applications/sales
 
+applications/sales/crm/acquire_leads/generate_leads.rst applications/sales/crm/acquire_leads/email_manual.rst                                             #generate_leads --> email_manual
 applications/sales/crm/pipeline/multi_sales_team.rst applications/sales/crm/pipeline/manage_sales_teams.rst                                               # multi_sales_team --> manage_sales_teams
 applications/sales/point_of_sale/pricing/digital_labels.rst applications/sales/point_of_sale/pricing/electronic_labels.rst                                # digital_labels --> electronic_labels